PRODUCT / TEAM WORKSPACE
One team. A shared picture of the work.
Give people the access and context their role requires.
Core capability
Less searching. More progress.
Coordinate client work without giving everyone administrative access. Test roles with a non-admin account before rolling them out.
Users and role-based permissions
Work assignment and ownership
Access review when responsibilities change
credbit practice / workspace preview
ILLUSTRATIVEYOUR CONNECTED WORKSPACE
Tasks overview
● In focus
Client portfolio128clientsOne connected view
Due this week24tasksClear next actions
Work on track91%Illustrative data
Client workToday ↓
CLIENT / ENGAGEMENTSTATUS
SASample Advisory LLPClient onboardingIn progress
ETExample TradersDocument reviewReview
DPDemo ProfessionalsBilling follow-upAssigned
Practice pulseWork across your week
M T W T F S S
Clear ownership. Connected context. A better next action.
A practical workflow
Start small, verify the result and make it repeatable.
01
Set the context
Choose the client, work or configuration that the workflow relates to.
02
Assign and verify
Confirm access, ownership and the settings available in your workspace.
03
Review the outcome
Check the result and keep the next action clear for your team.
Learn the workflow
Focused help for the people using it.
users teams permissions
Apply least-privilege roles
Give each person the permissions needed for the work they perform.
Read the article users teams permissionsReview workspace association when editing a user
User identity and workspace association must remain consistent.
Read the article users teams permissionsTroubleshoot a missing module menu
A missing menu can be caused by a role, package access or module configuration.
Read the articleYOUR NEXT CHAPTER
Make room for better work.
Explore the fit for your practice before choosing a workspace.